$140 Million is the total value of Arkfeld Wealth Strategies, L.L.C.'s 71 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,846,400 | +0.3% | 8 | 0.0% | 2.74% | +8.4% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $520,317 | +7.1% | 9,450 | 0.0% | 0.37% | +15.9% | |
| PEP | PEPSICO INC | $460,292 | +2.9% | 2,516 | 0.0% | 0.33% | +11.2% | |
| JNJ | JOHNSON & JOHNSON | $435,630 | -6.2% | 2,652 | 0.0% | 0.31% | +1.3% | |
| MCD | MCDONALDS CORP | $374,714 | +5.8% | 1,317 | 0.0% | 0.27% | +14.6% | |
| HPS | HANCOCK JOHN PFD INCOME FD I | $316,140 | -5.8% | 22,000 | 0.0% | 0.22% | +1.8% | |
| V | VISA INC | $243,859 | +3.3% | 1,067 | 0.0% | 0.17% | +12.3% | |
| LLY | LILLY ELI & CO | $227,161 | +3.2% | 624 | 0.0% | 0.16% | +11.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 14.8% |
| APPLE INC | 16 | Q3 2023 | 8.6% |
| AMAZON COM INC | 16 | Q3 2023 | 8.7% |
| HOLLY ENERGY PARTNERS L P | 16 | Q3 2023 | 6.8% |
| AT&T INC | 16 | Q3 2023 | 6.7% |
| ISHARES TR | 16 | Q3 2023 | 6.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.0% |
| CISCO SYS INC | 16 | Q3 2023 | 3.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 14.3% |
| KINDER MORGAN INC DEL | 16 | Q3 2023 | 2.6% |
View Arkfeld Wealth Strategies, L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-19 |
View Arkfeld Wealth Strategies, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.